Engati - User Guide
...
Building Your Bot
Configuring Integrations

Zoho CRM

12min

1. Introduction 

In this documentation, we'll explore how you can integrate Zoho CRM with your chatbot and facilitate various aspects of your business, including lead generation, account management, campaign creation, deal tracking, meeting scheduling, and more. 



2. Availability

It is available under Integrations > Cloud Integrations > Zoho CRM

3. Access to Zoho CRM Integration

The Zoho CRM Integration can be set up in the Integrations workflow of Engati. 

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Once the Integration with an account is completed, the integration APIs can be used within the Conversation flow using the Zoho CRM Node under + Add Node > Integrations > Zoho CRM.

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4. Steps to configure Zoho CRM Integration

4.1 Adding the Zoho CRM Integration

  • Log in to your Engati account and go to the “Integrations” tab.
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  • Click on ‘Connect’
  • Click on ‘Continue’ in the modal that appears requesting ‘Authorization access’
  • In the modal that appears requesting to ‘Connect a new app’, choose ‘Zoho CRM’ to authenticate and add a new account for automation.
  • Select the region for Zoho CRM:
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  • To link your bot with your Zoho CRM account, it's essential to have a Zoho CRM account set up. You can create a new account on Zoho CRM using any preferred method or log in with your existing account credentials.
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  • You'll be redirected to the Zoho portal to grant permission to access your data. Simply choose "Accept" to continue.
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  • Your account should now be connected
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4.2 Configuring Zoho CRM Node

  • Once you have logged in, you are done with authorizing your account. 
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  • Now go to Builder > Paths and try adding a Zoho CRM node.

4.3 Selecting an action

  • Once you select your account, you can choose an Action, from the list of Actions available, to be performed on your account.
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  • Once you select the Action, you can also authorize a new account here or use a previously authorized account
  • Once you select the Action it populates various rows that are required to complete the Actions and assign different attributes for each row concerning what information is required
  • Once you have finished assigning the attributes, save the node, and your integration will be ready

Please feel free to reach out to [email protected]

Updated 18 Jul 2024
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